Senior Specialist | Private Finance & Accounting

Job description

Description High-trust role supporting ownership-level financial activity across personal and business entities This role supports the financial activities of our Owner/CEO, Jeff Swickard, across both personal and designated business matters. You will be responsible for: This is a high-trust position requiring discretion, accountability, and sound judgment when handling sensitive financial information. - Accurate execution of accounting processes - Organized, audit-ready financial records - Day-to-day cash flow support Why This Role: - Direct exposure to ownership-level financial activity - Work across both personal and business financial environments - Opportunity to support process improvements and system enhancements - Role operates with a high degree of autonomy and responsibility What You’ll Do: - Perform day-to-day accounting activities across personal and designated business entities, including transaction processing, reconciliations, and financial recordkeeping - Process accounts payable and receivable transactions, ensuring accuracy, timeliness, and proper documentation - Maintain and reconcile bank accounts, credit cards, and investment-related accounts - Assist in the pr...